MDDP advised the Adventum Group on the combined acquisition of four properties under a sale and leaseback structure
MDDP experts once again had the pleasure of supporting the Adventum Group – this time in a transaction involving the acquisition of industrial properties, including buildings and accompanying infrastructure, with a total leasable area of approximately 185,000 m². The properties are located in key industrial hubs across Poland.
The Adventum Group, active in the market since 2006, manages funds investing in commercial real estate, with an asset portfolio exceeding EUR 1 billion. The completed transaction forms part of its investment strategy aimed at strengthening the Group’s presence in Central and Eastern Europe.
Transaction complexity
The scale of the transaction presented a challenge – both due to the number of plots and buildings involved, as well as the acquisition of properties from several different companies simultaneously. Additional complexity arose from the transaction structure: instead of a classic asset deal, a sale and leaseback formula was applied, whereby the properties were purchased while simultaneously entering into long-term lease agreements with the former owners. The tenant remains a global automotive manufacturer with annual revenues exceeding USD 16 billion (as of 2024).
Scope of MDDP’s support
Comprehensive tax support for the transaction was provided by MDDP’s team led by Piotr Paśko, comprising Sebastian Serowik, Justyna Adamska, Kamil Kruk, Martyna Woźnica, Paweł Goś, Rafał Kran, and Natalia Markowska.
The advisory services included, among others:
- support during negotiations and the conclusion of preliminary agreements,
- obtaining individual tax rulings to secure the tax consequences of the transaction,
- ongoing tax advice up to the finalisation of the deal, covering a wide range of tax aspects related to the project.
We would like to thank the Adventum Group for placing their trust in MDDP once again and choosing us as their tax adviser for this investment. Congratulations also to all parties and advisors involved on the successful completion of the transaction!